Dynatrace (DT) NSO Exercise Calculator
Calculator · free · no signup · DTPlan your Dynatrace NSO exercise (federal, state, FICA) and compare sell-vs-hold for long-term capital gains.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your grant
Tax inputs
Hold strategy
Best after-tax payout — at year 1
$199,080
Sell + invest wins by $20,783 over Hold 1 yr.
Estimates only. Not financial advice.
Sell + invest
Best payout| Bargain element (sale − strike) | $350,000 |
| Federal | |
| State | |
| Medicare | −$5,075 |
| Additional Medicare | −$3,150 |
| Market gain over 1 yr at 10.0% | $18,573 |
| LTCG on diversified gain (fed + state + NIIT) | −$5,219 |
| Net at year 1 | $199,080 |
Sell every share immediately; invest the after-tax cash at the market return for 1 yr, then liquidate. Diversified — no single-stock concentration risk.
Exercise + hold 1 yr
| Sale proceeds (year 1) | |
| LTCG tax (federal + state + NIIT) | $0 |
| Net at year 1 | $178,297 |
Sold 2,678 shares at exercise to cover strike + tax; 2,322 shares held 1 yr for LTCG.
Social Security + Medicare are payroll taxes (collectively called FICA) — they apply because you're exercising as a current employee.
Both columns are stated in year-1 dollars: sell-now proceeds compound at the market return and pay LTCG on the gain at year 1; any cash paid out of pocket on the hold side carries the same opportunity cost.
Net at year N — by hold period
Estimates only. Excludes AMT (NSOs do not trigger AMT), state-AMT, multi-state moves, and disqualifying-disposition edge cases. Not financial advice.
You calculated one NSO decision. The beta plans NSOs alongside RSUs and ISOs in a single multi-year tax plan.
Request beta access →About Dynatrace
Dynatrace (DT) is a public Cloud/SaaS company, incorporated in Delaware and headquartered in Boston, MA. IPO'd Aug 1, 2019.
Last close: $41.19 per share (as of 2026-06-16).
Equity grants at Dynatrace typically include non-qualified stock options (NSOs) and restricted stock units (RSUs).
Dynatrace, Inc. is an American multinational technology company that provides an AI-powered observability platform. Their software is used to monitor, analyze, and optimize application performance, software development, cyber security practices, IT infrastructure, and user experience.
Source: Wikipedia (CC BY-SA 4.0)
Born in Linz, Austria on July 1, 2005, Dynatrace was started by Bernd Greifeneder, Alois Reitbauer, and a small performance-engineering team. Compuware acquired the firm in 2011; after Thoma Bravo bought Compuware's APM unit in 2014, Dynatrace re-emerged as a standalone company and listed on NYSE (DT) in August 2019. Headquartered in Waltham, Massachusetts with engineering anchored in Linz, the Cloud/SaaS platform pairs the Davis causal AI engine with Grail, a parallel-processing data lakehouse, across observability, APM, log analytics, and AppSec. ARR reached $1.97B in Q3 FY2026.
Sources: en.wikipedia.org · ir.dynatrace.com
Equity comp at Dynatrace
- RSUs use single-trigger vesting: shares become yours as each portion vests on schedule, and the value is taxed as ordinary income at that point. No IPO or acquisition is required.
Researched 2026-05-07.
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Dynatrace.
Use this calculator to estimate your Dynatrace (DT) NSO exercise tax (federal, state, FICA), then compare selling now versus holding through the long-term capital gains threshold. Inputs are yours: grant terms, current price, your income, your state.
Example: at Dynatrace (DT)'s last close of $41.19, exercising 5,000 NSOs with a $12.36 strike creates a $144,150 bargain element, taxed as ordinary income on the day you exercise. Combined federal + state + FICA on that bargain typically lands between $38,921 and $64,868 depending on your bracket and state. The calculator above computes the exact figure for your situation and compares selling now vs. holding through the long-term capital-gains threshold.
All Dynatrace tools → · Use the generic NSO Exercise Calculator for any company.
Dynatrace equity questions
- How is a Dynatrace NSO exercise taxed?
- Exercising a non-qualified stock option (NSO) creates ordinary income on the bargain element (the price on the day you exercise minus your strike), subject to federal income tax, state income tax, and FICA. The calculator above computes that tax for your Dynatrace grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does Dynatrace grant ISOs, NSOs, or RSUs?
- Equity compensation at Dynatrace typically takes the form of non-qualified stock options (NSOs) and restricted stock units (RSUs). Restricted stock units are taxed as ordinary income when they vest.
- Do Dynatrace RSUs use double-trigger vesting?
- No. Dynatrace restricted stock units (RSUs) use single-trigger vesting: each tranche becomes yours as it vests on schedule, taxed as ordinary income at that point, with no liquidity event required.
One piece of the puzzle.
OptionsAhoy plans your Dynatrace equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.